The Roundup -

Kris Mrachek Receives Accredited Portfolio Management Advisor & Accredited Estate Planner Designations

 

August 22, 2018 | View PDF

Kris Mrachek

Williston, ND – Kris Mrachek, CFP®, a Private Wealth Advisor with Ameriprise Financial in Williston, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation from the College of Financial Planning and the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC) and The College for Financial Planning.

Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Mrachek is part of Legacy Financial Partners, a financial advisory practice of Ameriprise Financial Services, Inc.

Individuals who hold the AEP designation successfully completed the rigorous requirements that include course work and an examination on designing an estate plan. The curriculum addresses the accumulation, conservation, preservation and transfer of an estate in way that also helps individuals achieve their estate and wealth management goals. The AEP designation is available to financial advisors, accountants, attorneys and trust advisors who abide by NAEPC's standards of professional conduct and meet certain credential requirements, including continuing education. The professionals must have a minimum of five years of experience working with estate planning clients.

Mrachek graduated from University of North Dakota with a degree in Accountancy and Business Administration. He has 8 years of experience with Ameriprise Financial.

As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Lindsay Rath at 701.577.4697 or visit the Ameriprise office at 1500 14th St W Ste 210 in Williston.

 

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